Recent Top Picks | StockChase
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Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-07-20 TOP PICK Accenture-Ltd.
ACN-N
Hap (Robert) Sneddon FCSI

Sort of quasi businesses where you would see some capital spending. They act like the market and have the same beta, but has outperformed the S&P. Chart shows a nice, brilliant trend. They are connected with pretty much every company you could see out there. (Analysts’ price target is $$133.50.)

Price:
$128.540
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-20 TOP PICK AGF-Management--B-
AGF.B-T
Hap (Robert) Sneddon FCSI

This sort of fits in with his pro-growth theme. Financials are part of that. This one is a bit unique. Chart shows a long downtrend, which it broke through in April. You also got a signal in June for the longer-term. They didn’t execute very well for the last number of years, and were slow to change. Pays a decent dividend. Thinks there are a lot of tailwinds for this company. (Analysts’ price target is $7.)

Price:
$7.210
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-20 TOP PICK Jamieson-Wellness
JWEL-T
Mohsin Bashir

It is the MacDonald’s of the vitamin business.  It is the number one Canadian consumer health brand.  They have more market share than their 5 biggest peers combined.  They have exposure in China.  He thinks it will be a success-IPO story like DOL-T.  It is now going to be a show-me story as they grow their top line.

Price:
$17.050
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Mohsin Bashir

They are trying to be more and more tilted toward the US.  They are trying to get more regulatory approvals in the US, which will be a significant catalyst.  (Analysts’ target: $83.00).

Price:
$65.610
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK Visa-Inc.
V-N
Mohsin Bashir

It is a technology company, a toll collector within that sector.  $17 Trillion turns over across the globe.  It is becoming more and more ‘electronicified’.  They are growing and getting more avenues of getting paid.  (Analysts’ target: $105.00).

Price:
$98.110
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK iShares-S-and-P-TSX-Gb-Base-Metals
XBM-T
Hap (Robert) Sneddon FCSI

A basket of all the base metal stocks out there. They have a pretty long downtrend that starts in 2011, and it is just starting to poke its head above a shorter-term break. There are no guarantees, but if we are going to get this pro-growth move, base metals are going to be part of that. Thinks this is a double and a low risk by going to the basket.

Price:
$11.590
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-19 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Veronika Hirsch

Infrastructure is the buzzword of every western government on the planet. What happens when they financed new infrastructure, they have to sell something. Nobody has a budget for new infrastructure. That is when this company comes in. They are capable of joint venturing with someone and can buy fairly chunky assets. Dividend yield of 4.7%. (Analysts’ price target is $42.)

Price:
$50.160
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-19 TOP PICK Computer-Modelling-Group-Ltd
CMG-T
Veronika Hirsch

They recently had a joint venture with Baker-Hughes (BHGE-N), where Baker Hughes is co-marketing one of their products. It would make sense for Baker Hughes to take over this company. Schlumberger (SLB-N) is the only company with a competing product. (Analysts’ price target is $9.50.)

Price:
$9.620
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-19 TOP PICK Descartes
DSG-T
Veronika Hirsch

This is a growth stock, and is a beneficiary of what is happening with delivery. It is a logistics company, and the more delivery there is of anything, then this company is a beneficiary. Also, it is a growth by acquisition story and interest rates are great for them. (Analysts’ price target is $36.29.)

Price:
$31.020
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-19 TOP PICK Parsley-Energy
PE-N
Eric Nuttall

A Permian producer that has been doing a really good job of acquiring acreage, so they issued a ton of paper on to the market. They’ve grown 14% a quarter for the past couple of years. They now get to slow down on that and focus on delineating their acreage, and also going after some new benches. One that they think they have a command of is the Wolf Camp C, and these wells are super, super economic. Have about 70% of their production hedged next year. (Analysts’ price target is $40.)

Price:
$29.130
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2017-07-19 TOP PICK U.-S.-Silica-Holdings
SLCA-N
Eric Nuttall

The frac sand market is 75 million tons this year, growing to 110 million tons next year, growing to 140 million tons in 2019, equalling 65 million tons of demand growth. Supply growth will be anywhere from 30 million to 40 million. The price insensitivity of producers to an increase in frac sand price means that pricing will go up month after month, quarter after quarter for the next couple of years. This is the best positioned frac sand company. Dividend yield of 0.8%. (Analysts’ price target is $54.25.)

Price:
$34.980
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2017-07-19 TOP PICK Trican-Well-Service-Ltd.
TCW-T
Eric Nuttall

Canada is materially undersupplied for pressure pumping demand. Pricing will continue to go up, and yet these stocks are selling off in the belief that while crude oil has checked back, companies are losing pricing power. That is not correct. This company can cash flow $300 million next year. Where the stock price is trading at, it is discounting by about $150 million of cash flow next year, not $300 million. If he is correct, there is 75%-100% upside in the stock. A stock price of $6-$7 is not unreasonable. (Analysts’ price target is $5.88.)

Price:
$3.700
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2017-07-18 TOP PICK Broadcom
AVGO-Q
David Burrows

This plays into the new iPhone theme. They expect to have 40% more content in the new iPhone than they did in the last iPhone. They make RF chips which are going into everything. The only semiconductor company that has a long-term contract with Apple. Dividend yield of 1.6%. (Analysts’ price target is $277.50.)

Price:
$250.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Delta-Air-Lines-Inc
DAL-N
Barry Schwartz

The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

Price:
$53.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK D-R-Horton-Inc.
DHI-N
David Burrows

The largest homebuilder in the world. They operate in 27 states and have $12 billion in revenue. New home sales are growing at greater than 10% in the majority of US states. The inventory of new homes going back to 1988, is just off the lows. The problem has been not enough homes. This company sells into the entry level buyer, and the millennials are just starting to buy homes. If there is a prolonged, economic, slow expansion, there is a pent-up demand for new homes. Dividend yield of 1.1%. (Analysts’ price target is $38.)

Price:
$36.410
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK KAR-Auction-Services
KAR-N
Barry Schwartz

The 2nd largest provider of car and salvage auction vehicles. It doesn’t take any balance sheet risks. Cars that come off lease go through its auction houses, so it is a really low CapX, high margin business. Dividend yield of 3.2%. (Analysts’ price target is $51.)

Price:
$40.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Mastec-Inc
MTZ-N
David Burrows

A construction company contractor in 3 basic areas. Oil/gas infrastructure pipelines, electric transmission/power generation and communications. They build out infrastructure, and are benefiting as the communication companies build out additional gear on all their towers. There has been a bunch of new pipeline capacity approved that will be built out. Because of electric cars, it is possible we are going to need additional generation and transmission capabilities. (Analysts’ price target is $52.50.)

Price:
$45.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Waste-Connections
WCN-T
Barry Schwartz

An idea based upon a pickup on global growth, and that the US is going to continue showing improvement. They acquired a Canadian company, Progressive Waste Solutions, and are much bigger. They are not done yet. They want to continue to consolidate the industry, which is still extremely fragmented. Not a cheap stock, but has pulled off a little bit here. Dividend yield of 0.8%. (Analysts’ price target is $96.)

Price:
$81.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-17 TOP PICK Celestica-Inc
CLS-T
Brendan Caldwell

Canada is phenomenal in areas we don’t think we are.  This one is trading at a big discount to its peers.  One of the biggest suppliers to the aerospace and defense industry.  We may not be the dominant brand, but we are the brains behind the brands.  They are a little bit behind on valuation.  (Analysts’ target: $15.50).

Price:
$17.430
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Richard Croft

*Covered Call*. The company had blowout numbers. Thinks the stock is going to go through $100 before the end of the year. He did a $97.50 Call.

Price:
$91.390
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-07-17 TOP PICK Martinrea
MRE-T
Brendan Caldwell

The valuation is better than others.  He was out for a number of years while the auto industry went through some changes.  They are a leader in lightweighting cars, in making cars more fuel efficient. (Analysts’ target: $14.00).

Price:
$10.660
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK PowerSh-S-and-P500-BuyWrite-ETF
PBP-N
Richard Croft

A pure and simple Covered Call on the S&P 500 Index. You are getting dividends plus option premiums. It will be less volatile than the S&P 500. You are going to be subjected to withholding tax on the dividends. This is one you could hold for a long time.

Price:
$22.420
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-07-17 TOP PICK Sunopta-Inc.
SOY-T
Brendan Caldwell

A leading supplier of health foods to companies like MacDonald’s.  They source non-GMO and organic foods from 60 countries.  The market for this is very, very big.  They supply some of the world’s leading brands.  He keeps owning it as long as it is the best available opportunity in the space.

Price:
$12.370
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Richard Croft

*Covered Call*. The company suffered and took a hit after Amazon (AMZN-Q) announced their purchase of Whole Foods. He thinks it got hit too hard. When you have a stock that drops like that, you tend to get the option premiums bumped up a little because there is a perception of greater risk. You have to like Walmart if you are going to do this, and you have to believe that they can compete very effectively against Amazon. He thinks Amazon is challenged with the “last mile” of delivery, which is the most expensive mile.

Price:
$76.370
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK Cogeco-Cable
CCA-T
Robert McWhirter

Recently acquired some US cable operations. Earnings per share were up 37%, a 4% earnings surprise. Free cash flow was up 113% year over year. Free cash flow yield increased from 6.5% last year to 10.4% this year. Trailing ROE is 21%. PE to growth is .35. Dividend yield of 2.1%. (Analysts’ price target is $82.50.)

Price:
$83.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-14 TOP PICK Fairfax-India-Holdings-Corp
FIH.U-T
Michael Smedley

A closed-end fund, and it is India. It is the sort of magic touch of Prem Watsa. They buy big into very interesting growth companies in an amazing growth country. (Analysts’ price target is $19.25.)

Price:
$17.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK Katanga-Mining-Ltd.
KAT-T
Michael Smedley

The “go to” company for existing supplies of cobalt. This is the one metal that is absolutely scarce.

Price:
$0.820
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK CPI-Card-Group-Inc.
PMTS-T
Michael Smedley

Makes the plastic debit cards that have the chips. In the US, they hardly have any PIN numbers. This stock falls between the cracks because it was solely listed on the Venture. There has been a mismatch of earnings over the past quarter, but he thinks things will come through. Dividend yield of 6.2%. (Analysts’ price target is $6.32.)

Price:
$3.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-07-14 TOP PICK Waste-Connections
WCN-T
Robert McWhirter

Garbage is relatively recession proof. Earnings were up 79%. Year-over-year sales are pretty good. Free cash flow is up 77%. Free cash flow yield at 3.5% is an improvement from 2.5% of last year. ROE is 9%. Dividend yield of 0.8%. (Analysts’ price target is $72.)

Price:
$81.620
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-07-14 TOP PICK WSP-Global-Inc.
WSP-T
Robert McWhirter

A large company with almost 36,000 employees and 500 offices in 40 countries. 36% payout ratio. They are forecasting unchanged earnings at $.65. Growth margins grew from last year from 17.8% to 18.8%. Year-over-year cash flow was up 53%. Feels all infrastructure supporting companies will end up doing well. Dividend yield of 2.9%. (Analysts’ price target is $54.50.)

Price:
$52.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
Showing 1 to 30 of 24,140 entries
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